Filed May 27, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC5 years Service code 15 · EIN 26-1407927 | Recordkeeping | $765 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,485 | $70,428-28.3% | $96,562-47.7% | $85,850-41.2% |
| Participation rate | 13.7% | 61.8%-48.1pp | 69.8%-56.1pp | 69.3%-55.6pp |
| Annual return | 12.26% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $574 | $2,894-80.2% | $3,849-85.1% | $3,952-85.5% |
| Admin fee / account holder | $19 | $4,997-99.6% | $6,181-99.7% | $6,260-99.7% |